Middleton & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Middleton & Co’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Hold	4,101	–	–	0.04%	128
2026 Q1	$424K	Hold	4,101	–	–	0.05%	119
2025 Q4	$420K	Sell	4,101 -2,740	-40%	-$282K	0.04%	122
2025 Q3	$707K	Hold	6,841	–	–	0.08%	104
2025 Q2	$704K	Hold	6,841	–	–	0.08%	106
2025 Q1	$708K	Hold	6,841	–	–	0.08%	102
2024 Q4	$688K	Hold	6,841	–	–	0.08%	102
2024 Q3	$693K	Hold	6,841	–	–	0.08%	104
2024 Q2	$681K	Sell	6,841 -22	-0.3%	-$2.18K	0.08%	100
2024 Q1	$682K	Buy	+6,863	New	+$678K	0.08%	104

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Middleton & Co's STIP Position: Q2 2026 in Review

Middleton & Co held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 4,101 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #128.

Middleton & Co first reported a position in STIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $708K in Q1 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Middleton & Co held 4,101 shares of iShares 0-5 Year TIPS Bond ETF worth $419K as of Q2 2026.
Middleton & Co left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Middleton & Co's portfolio in Q2 2026, its #128 holding.
Middleton & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Middleton & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $708K in Q1 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.